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Content provided by Roshan Loungani, Erik Olson & Adrian Nicholson, Roshan Loungani, Erik Olson, and Adrian Nicholson. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Roshan Loungani, Erik Olson & Adrian Nicholson, Roshan Loungani, Erik Olson, and Adrian Nicholson or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
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RL201 — Peter Lynch's Golden Rules for Investing: Smart Strategies Part 2

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Manage episode 413054213 series 3197371
Content provided by Roshan Loungani, Erik Olson & Adrian Nicholson, Roshan Loungani, Erik Olson, and Adrian Nicholson. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Roshan Loungani, Erik Olson & Adrian Nicholson, Roshan Loungani, Erik Olson, and Adrian Nicholson or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

In this discussion, Roshan and Adrian explore Peter Lynch's final rules of investing, focusing on concentration versus diversification, market preparedness, temperament, and fundamental analysis. They highlight the importance of knowing your investment comfort level, observing trends, preparing for market declines, understanding risk tolerance, and focusing on company research, while emphasizing the benefits of equity mutual funds or index funds for less research-inclined investors.

Chapters

00:00 Introduction and Recap

07:23 Finding Growth Companies: Be Observant of Trends

15:19 Being Prepared for Market Declines: Mentally and Financially

32:53 The Importance of Time and Long-Term Perspective

43:15 Equity Mutual Funds for Simplicity and Diversification

Roshan can be reached at roshan.loungani@aretewealth.com or at 202-536-4468. Adrian can be reached at adrian.nicholson@aretewealth.com or at 703-915-8905. Erik can be reached at erik.olson@aretewealth.com or 815-940-4652.

Follow Us At:

Website: https://retirementlifestyleshow.com/

https://www.retirewithroshan.com

https://youtu.be/hKVzI87v0tA

https://twitter.com/RoshanLoungani

https://www.linkedin.com/in/roshanloungani/

https://www.facebook.com/retirewithroshan/

https://www.linkedin.com/in/financialerik/

https://www.linkedin.com/in/adrian-nicholson-74b82b13b/

#retirementlifestylepodcast #fire #podcast #FI #Retire #retirewithroshan #retirement #investing

All opinions expressed by podcast hosts and guests are solely their own. While based on information they believe is reliable, neither Arete Wealth nor its affiliates warrant its completeness or accuracy, nor do their opinions reflect the opinion of Arete Wealth. This podcast is for general informational purposes only and should not be regarded as specific advice or recommendations for any individual. Before making any decisions, consult a professionals.

  continue reading

219 episodes

Artwork
iconShare
 
Manage episode 413054213 series 3197371
Content provided by Roshan Loungani, Erik Olson & Adrian Nicholson, Roshan Loungani, Erik Olson, and Adrian Nicholson. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Roshan Loungani, Erik Olson & Adrian Nicholson, Roshan Loungani, Erik Olson, and Adrian Nicholson or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

In this discussion, Roshan and Adrian explore Peter Lynch's final rules of investing, focusing on concentration versus diversification, market preparedness, temperament, and fundamental analysis. They highlight the importance of knowing your investment comfort level, observing trends, preparing for market declines, understanding risk tolerance, and focusing on company research, while emphasizing the benefits of equity mutual funds or index funds for less research-inclined investors.

Chapters

00:00 Introduction and Recap

07:23 Finding Growth Companies: Be Observant of Trends

15:19 Being Prepared for Market Declines: Mentally and Financially

32:53 The Importance of Time and Long-Term Perspective

43:15 Equity Mutual Funds for Simplicity and Diversification

Roshan can be reached at roshan.loungani@aretewealth.com or at 202-536-4468. Adrian can be reached at adrian.nicholson@aretewealth.com or at 703-915-8905. Erik can be reached at erik.olson@aretewealth.com or 815-940-4652.

Follow Us At:

Website: https://retirementlifestyleshow.com/

https://www.retirewithroshan.com

https://youtu.be/hKVzI87v0tA

https://twitter.com/RoshanLoungani

https://www.linkedin.com/in/roshanloungani/

https://www.facebook.com/retirewithroshan/

https://www.linkedin.com/in/financialerik/

https://www.linkedin.com/in/adrian-nicholson-74b82b13b/

#retirementlifestylepodcast #fire #podcast #FI #Retire #retirewithroshan #retirement #investing

All opinions expressed by podcast hosts and guests are solely their own. While based on information they believe is reliable, neither Arete Wealth nor its affiliates warrant its completeness or accuracy, nor do their opinions reflect the opinion of Arete Wealth. This podcast is for general informational purposes only and should not be regarded as specific advice or recommendations for any individual. Before making any decisions, consult a professionals.

  continue reading

219 episodes

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